Purchases and Sales Made in Q1 2025 in Virtus Global Multi Sector Income Fund (VGI)
This table provides information about the institutional ownership of Virtus Global Multi Sector Income Fund (VGI) during Q1 2025. The information is specifically focused on institutions that hold shares of Virtus Global Multi-Sector Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
193K+ 11.39% |
$1.46M - $1.53M
|
1.89M
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
53.4K+ 20.58% |
$405K - $424K
|
313K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.8K+ 17.97% |
$264K - $277K
|
229K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.2K+ 199.57% |
$244K - $256K
|
48.3K
$376K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
14.9KNew |
$113K - $118K
|
14.9K
$116K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10K+ 7.75% |
$75.8K - $79.4K
|
139K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.53K+ 49.41% |
$72.2K - $75.7K
|
28.8K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.45K+ 42.32% |
$64.1K - $67.1K
|
28.4K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.09K+ 7.63% |
$61.3K - $64.3K
|
114K
$890K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.87K+ 1.95% |
$29.3K - $30.7K
|
202K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.79K+ 17.44% |
$13.6K - $14.2K
|
12.1K
$94K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1K+ 28.36% |
$7.59K - $7.95K
|
4.53K
$35.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
886+ 1.94% |
$6.72K - $7.03K
|
46.7K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-550- 0.64% |
$4.17K - $4.37K
|
85.5K
$666K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-724- 99.86% |
$5.49K - $5.75K
|
1
$7.79
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.58K- 3.27% |
$11.9K - $12.5K
|
46.6K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.22K- 10.1% |
$24.4K - $25.6K
|
28.6K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.97K- 14.47% |
$37.6K - $39.4K
|
29.3K
$229K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.5K- 7.78% |
$49.3K - $51.6K
|
77K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9K- 3.59% |
$68.2K - $71.5K
|
242K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 35.19% |
$79.9K - $83.7K
|
19.4K
$151K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-12.1K- 2.62% |
$91.7K - $96.1K
|
450K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-78.7K- 73.69% |
$597K - $625K
|
28.1K
$219K
|